SAN ANTONIO, TEXAS, November 16, 2018 – Plutos Investment Capital, LLC is pleased to announce that Rick Moos has joined the firm as Managing Director in our San Antonio office.
“Rick will have an immediate impact on our business and I couldn’t be more excited that he has joined us,” said Matthew C. Browndorf, Chief Executive Officer of the Plutos Sama family of companies. “His values and business strategies are in line with our group and will continue to build on our focus to provide the best products for each individual, creating investment strategies that meet their unique goals.”
“There are many reasons why I chose to join Plutos Capital,” said Mr. Moos. “First, Plutos Investment Capital gives me a great sense of independence which will allow me to offer my clients greater flexibility and choice in the solutions they need to reach their financial goals. The firm also has investment banking capabilities and several unique offerings that focus on interest income, providing cashflow with equity-like returns, these give my clients access to investments usually reserved for hedge funds and other institutional investors. Most importantly, I had wanted to join a firm that shared similar values as I have and one that always has the interests of clients as a top priority.”
Mr. Moos will focus on building out the San Antonio office and offer individual investors, independent advisors and corporate accounts sound investment advice. The PIC advisor team will work with investors across the US and determine key financial objectives based on each client’s needs, recommend strategies the client can use to achieve their desired financial objectives, as well as researching the marketplace and providing clients with current information on new and existing products and services to benefit their portfolios.
ABOUT PLUTOS INVESTMENT CAPITAL
Plutos Investment Capital is a boutique, independent financial services company providing a flexible investment platform for private individuals, international family offices, institutions, and independent advisors. The firm is focused on serving customers with integrity, honesty, and attentiveness while helping individuals manage wealth by creating, implementing and overseeing family success plans that incorporate both financial and life goals. To learn more, visit our website at www.pic.plutoscapital.com.